This activity is used to add additional sales lines to a Request Quotation for work, or charges that are not defined in the service catalog. This supports the quotation of customer-specific or non-standard items as part of the overall offer.
To add such sales, a one-time service is first created within the quotation. The system automatically creates a corresponding task under that service. Sales lines are then defined in this task, allowing the user to specify the required sales parts, quantities, pricing, and related details. These sales lines become part of the quotation total and contribute to the overall cost, revenue, and margin calculations.
These sales lines are included in the quotation content that can be reviewed, approved, and sent to the customer.
As a result of this activity,